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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pennsylvania

Every SEC-registered financial advisor in Pennsylvania who lists the Certified Financial Planner designation, by city.

2,784 CFP professionals work in Pennsylvania; the most are in Pittsburgh (224).

Cities in Pennsylvania with CFP professionals

Every advisor in Pennsylvania →

Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28Wexford 27Bridgeville 26Camp Hill 26Media 26Harrisburg 24Wyomissing 22Blue Bell 21Pittsburgh - Wexford 21West Conshohocken 21Center Valley 17Collegeville 17Harleysville 17Hermitage 16Lansdale 16McMurray 16Horsham 15Kennett Square 15Beaver 14Cranberry Township 14Pittsburg 14Williamsport 14Jenkintown 13Greensburg 12Altoona 11Plymouth Meeting 11Audubon 10Bala Cynwyd 10Bryn Mawr 10Montgomeryville 10Chadds Ford 9Chambersburg 9Havertown 9Johnstown 9Macungie 9Pottstown 9Reading 9Seven Fields 9Easton 8Irwin 8Mount Joy 8Carlisle 7Carnegie 7Devon 7Langhorne 7Monroeville 7Phoenixville 7Scranton 7Souderton 7Warrington 7Wilkes-Barre 7Ambler 6Beaver Falls 6Bethel Park 6Chesterbrook 6Gettysburg 6Glen Mills 6Huntingdon Valley 6Lemoyne 6Leola 6Oaks 6Paoli 6Wormleysburg 6Ephrata 5Grove City 5Kingston 5Mars 5New Castle 5North Wales 5Warrendale 5Washington 5Bradford 4Clarion 4Coraopolis 4Cranberry Twp 4Downingtown 4Dubois 4Elizabethtown 4Holland 4Lafayette Hill 4Lebanon 4Lewisburg 4Ligonier 4Lititz 4Moon Township 4Murrysville 4Pittsburgh - South Hills 4Pittston 4Warminster 4Abington 3Aston 3Butler 3Chester Springs 3Clarks Summit 3Coopersburg 3Dunmore 3Ebensburg 3Hanover 3Nazareth 3Orwigsburg 3Perkasie 3Pittsburgh - Greensburg 3Selinsgrove 3Southampton 3Tunkhannock 3Villanova 3Wallingford 3Whitehall 3Wynnewood 3

216 smaller places with one or two CFP professionals are in the advisor search.

CFP advisors in other states

CaliforniaNew YorkTexasFloridaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFP financial advisors are in Pennsylvania?

2,784 SEC-registered investment adviser representatives in Pennsylvania list the CFP designation; the most work in Pittsburgh (224).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.